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Clearstead Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Clearstead Advisors’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Buy
2,231
+1,684
+308% +$176K ﹤0.01% 947
2025
Q4 		$55.1K Sell
547
-56
-9% -$5.51K ﹤0.01% 1365
2025
Q3 		$61.1K Buy
603
+251
+71% +$24.3K ﹤0.01% 1214
2025
Q2 		$33.4K Buy
352
+148
+73% +$14K ﹤0.01% 1423
2025
Q1 		$20K Buy
204
+4
+2% +$416 ﹤0.01% 1426
2024
Q4 		$22.4K Hold
200
– – ﹤0.01% 1350
2024
Q3 		$23K Hold
200
– – ﹤0.01% 1384
2024
Q2 		$20.2K Buy
+200
New +$20.2K ﹤0.01% 1378
2024
Q1 		– Sell
-7
Closed -$722 – 1571
2023
Q4 		$722 Buy
+7
New +$661 ﹤0.01% 1433
2021
Q3 		– Sell
-13
Closed -$2K – 1318
2021
Q2 		$2K Buy
+13
New +$1.48K ﹤0.01% 1046

Other funds holding FRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Clearstead Advisors's FRT Position: Q1 2026 in Review

Clearstead Advisors increased its Federal Realty Investment Trust (FRT) stake by 308% in Q1 2026, buying an estimated $176K and bringing the position to 2,231 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Clearstead Advisors first reported a position in FRT in Q2 2021 and has held it in 10 quarters since. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Clearstead Advisors held 2,231 shares of Federal Realty Investment Trust worth $237K as of Q1 2026.
  • Clearstead Advisors bought 1,684 Federal Realty Investment Trust shares in Q1 2026, an estimated $176K.
  • Federal Realty Investment Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #947 holding.
  • Clearstead Advisors first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 10 quarters since.
  • 556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.